Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $57B
1-Year Est. Return 20.87%
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.2B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,852
New
Increased
Reduced
Closed

Top Buys

1
+$243M
2
+$72.9M
3
+$55M
4
RJF icon
Raymond James Financial
RJF
+$53M
5
META icon
Meta Platforms (Facebook)
META
+$51.7M

Top Sells

1
+$93M
2
+$83.2M
3
+$60.7M
4
ALGN icon
Align Technology
ALGN
+$59.3M
5
HEI icon
HEICO Corp
HEI
+$53.9M

Sector Composition

1 Technology 20.05%
2 Financials 12.75%
3 Industrials 10.12%
4 Consumer Discretionary 8.15%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.4B 4.97%
5,360,409
+65,438
2
$1.99B 4.13%
9,450,232
+91,450
3
$1.18B 2.45%
5,840,769
+137,538
4
$1.1B 2.29%
6,008,811
+196,689
5
$948M 1.97%
2,330,560
+79,165
6
$858M 1.78%
17,360,109
+545,635
7
$841M 1.74%
2,442,042
+93,025
8
$815M 1.69%
2,235,222
-60,271
9
$724M 1.5%
3,485,412
-186,527
10
$657M 1.36%
8,105,375
+183,842
11
$654M 1.36%
3,747,624
+52,556
12
$613M 1.27%
4,961,345
+164,935
13
$590M 1.22%
4,035,607
+28,732
14
$532M 1.1%
625,572
+4,574
15
$514M 1.07%
16,362,342
+339,048
16
$500M 1.04%
991,601
+102,617
17
$463M 0.96%
2,398,383
+44,660
18
$448M 0.93%
6,078,934
+300,520
19
$439M 0.91%
6,230,385
+185,160
20
$416M 0.86%
831,882
-13,587
21
$412M 0.85%
1,820,001
+46,103
22
$407M 0.85%
2,562,900
-381,749
23
$406M 0.84%
3,810,159
+86,917
24
$406M 0.84%
5,583,390
+110,185
25
$384M 0.8%
3,489,838
+114,809
1
2 3 4 5